Investment Options

Stocks
NYSE Listed Stocks
NASDAQ Over-The-Counter - Margin Accounts
All other major exchanges-Foreign Stocks
Initial Public Offerings
144 & Other Restricted Securities Sales
Employee Stock Option Plans
Dividend Reinvestment
Limited Partnerships
(Offered by request)
Cash Management
Daily Sweep Accounts-Money Market
Check Writing - Gold Debit Card
Insured CD's
Retirement Accounts
IRA's-SEP/IRA's-Roth IRA's
Education IRA's-Simple IRA's - Defined Contribution Plan - Defined Benefit Plan
Money Purchase Pension Plan-Profit Sharing Plans
401 (k) plans - 403 (b) plans
Asset Management
Independent Manager Search
Performance Monitoring and Reporting
Wrap-Fee Accounts
Asset Allocation
Bonds
CMO's-Convertible-Corporates-Muni's & Zero Coupons
Government Securities
Ginnie Maes-Treasury Bills/Bonds/Notes & Agency
Options
All Major Exchanges
Insurance
Fixed & Variable Annuities
Term Life-Variable Life-Universal & Whole Life
Disability - Long Term Care
Structured Settlements
Mutual Funds
Group Health Insurance
Individual Health Insurance
Open & Closed End Funds
Exchange Traded Funds
Dividend Reinvestment
Unit Investment Trusts
Education Planning
529 Plans - Education IRA's